Buy Call on SKH Highix

2 days ago

"I\'m looking at some Korean stocks and there\'s been a lot of movement in Korea on the AI kind of bubble. Korea is often wildly mispriced, usually awfully cheap. I guess my point is you should always be looking at how to expand your toolkit to new companies, geographies, and sectors. And like SKHix is a really, really good example where SKHix just makes the memory for Nvidia\'s chip. You might have missed the Nvidia rally because if you ask an AI engineer, what\'s the most important part of an Nvidia chip? It\'s actually the memory. And with one Google search or one ChatGPT question, you would learn that it\'s actually SKH Highix and Samsung. Just buying SKH Highix, it\'s gone parabolic."

The speaker highlights SKH Highix as an undervalued play in the Korean market, emphasizing its critical role in producing memory for Nvidia chips. The commentary suggests a strong buy sentiment as the stock has shown parabolic movement recently.